Analyst Sees 'Broadening Rally' In Semiconductors In 2025: 2 Top Stock Picks, 2 To Avoid

Quick Summary:

Semiconductor analyst Vivek Arya expects a "surprising broadening rally in semis” in 2025 compared to last year.

What Happened: This year will mark a widening divide between “AI haves and cyclical have-nots,” Arya says.

There are still several unresolved concerns for the semiconductor sector, he adds, citing global tariffs, rising inflation and China restrictions.

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Article Details

Author / Journalist: Chris Katje

Category: Technology

Markets: United StatesChina

Topics: AI Bank of America US4581401001 Reiteration Vivek Arya Stories That Matter Price Target US67066G1040 US0079031078 BMG5876H1051 KeyProj Top Stories Artificial intelligence Trading Ideas Benzinga Analyst Ratings INTC Expert Ideas Tech MRVL NVDA Analyst Color Semiconductors AMD

Source Website Secure: Yes (HTTPS)

News Sentiment: Negative

Fact Checked: Legitimate

Article Type: News Report

Published On: 2025-01-13 @ 21:23:06 (1 days ago)

News Timezone: GMT +8:00

News Source URL: benzinga.com

Language: English

Article Length: 359 words

Reading Time: 2 minutes read

Sentences: 21 lines

Sentence Length: 18 words per sentence (average)

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Copyright Owner: © Benzinga

News ID: 25124947

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